Abigail Akpan

Manager, Partner Success

Abigail focuses on supporting CPA member firms in building and scaling integrated wealth advisory practices. Her work centers on creating structured, repeatable approaches that help firms deliver a consistent, high-quality Integrated Advisory experience to their clients. 

As Manager, Partner Success, Abigail works closely with member firms as a trusted advisor and liaison, helping them implement and evolve their Wealth Strategic Business Unit. She supports firms in defining success metrics, refining growth strategies, and addressing key bottlenecks that impact performance.

Through ongoing engagement and a structured meeting cadence, she helps firms strengthen client acquisition strategies, improve conversion and service delivery, and build the foundation required to scale effectively. Abigail partners with firms to support growth, bring structure and accountability to initiatives, and help move priorities from strategy to execution.